Placemark Investments, Inc. - ISHARES ownership

Quarter-by-quarter ownership
Placemark Investments, Inc. ownership history of ISHARES
ValueSharesWeighting
Q4 2014$144,000
-29.8%
11,116
-27.6%
0.00%
-25.0%
Q3 2014$205,000
-62.8%
15,353
-62.4%
0.00%
-60.0%
Q2 2014$551,000
+77.2%
40,836
+71.6%
0.01%
+66.7%
Q1 2014$311,000
-65.8%
23,793
-65.5%
0.01%
-60.0%
Q4 2013$909,000
+37.3%
69,054
+39.3%
0.02%
+15.4%
Q3 2013$662,000
+9.6%
49,583
+5.0%
0.01%0.0%
Q2 2013$604,00047,2110.01%
Other shareholders
ISHARES shareholders Q3 2023
NameSharesValueWeighting ↓
Glovista Investments LLC 3,959,461$50,642,00011.34%
DOCK STREET ASSET MANAGEMENT INC 444,314$5,683,0003.61%
RONALD BLUE & CO LLC 3,279,973$41,951,0003.45%
ATHERTON LANE ADVISERS, LLC 3,565,372$45,601,0003.34%
Baker Ellis Asset Management LLC 444,568$5,686,0002.26%
Wharton Business Group, LLC 1,839,293$23,525,0002.05%
Destination Wealth Management 1,071,199$13,700,0001.68%
CUMBERLAND ADVISORS INC 237,641$3,039,0001.66%
MARIETTA INVESTMENT PARTNERS LLC 280,929$3,593,0001.55%
ASPIRIANT HOLDINGS S3, LLC 251,121$3,212,0001.45%
View complete list of ISHARES shareholders